Koshinski Asset Management
AGZD icon

Koshinski Asset Management’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Koshinski Asset Management’s Portfolio AGZD Stock Details AGZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-574
Closed -$13.3K – 620
2022
Q1 		$13.3K Hold
574
– – ﹤0.01% 1529
2021
Q4 		$13.4K Hold
574
– – ﹤0.01% 1551
2021
Q3 		$13.5K Buy
+574
New +$13.5K ﹤0.01% 1577

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UBS Group
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IA
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Koshinski Asset Management's AGZD Position: Q2 2022 in Review

Koshinski Asset Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q2 2022, closing a stake of 574 shares — an estimated $13.3K sold.

Koshinski Asset Management first reported a position in AGZD in Q3 2021 and held it in 3 quarters. The position peaked at $13.5K in Q3 2021. 54 funds tracked by Wall St. Rank hold AGZD as of Q2 2022.

  • Koshinski Asset Management reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 574 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2022, an estimated $13.3K.
  • Koshinski Asset Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $13.5K in Q3 2021.
  • 54 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.